Articles by Joseph Calandro, Jr., Gabelli Center Fellow

Gabelli Center Fellow Joseph Calandro, Jr., a managing director at PriceWaterhouseCoopers, has authored more than 45 articles on value investing in top-tier academic journals, including those listed below. He also wrote “Applied Value Investing,” a textbook used in the Gabelli School’s Introduction to Value Investing course, and he guest lectures in the program. Previously, he was a finance professor at the University of Connecticut where he taught value investing and risk management courses in the school’s MBA program.

“What corporate executives can learn from leading value investors”,
Strategy & Leadership, 2021

“Risk as Strategy: Defending against Catastrophic Turns of Fortune”,
SSRN, April 2020

“M&A deal-making: Disney, Marvel and the value of “hidden assets””,
Strategy & Leadership, Vol. 47, Issue 3 (2019)

“Strategy through Execution: Lessons from the U.S. Marshals”,
by Lenny DePaul and Joseph Calandro

“Note on Rationality by Joseph Calandro, Jr.”,
Journal of Investing, Summer 2017, Vol. 26, Number 2

“Jay Gould. the Union Pacific and Value Creation”,
Financial History, the Magazine of the Museum of American Finance, Fall 2016 Edition

“Impact Investment and Risk Management: Overview and Approach”,
ACRN Oxford Journal of Finance and Risk Perspectives 5.3 (2016): 46-60

“An Underwriting Approach to Estimating the Cost of Property and Casualty Equity”,
Journal of Insurance and Financial Management, Vol. 2, Issue 8 (2016)

“Systemic Risk and Risk Management: Overview and Approach”,
Journal of Insurance and Financial Management, Vol.2, No. 8 (2016)

“Distressed M&A and corporate strategy: lessons from Marvel Entertainment Group’s bankruptcy”,
SSRN, September 2016

“Henry Singleton: A Pioneer of Corporate Strategic Leadership and Value Creation”,
SSRN, August 2016

“The Next Phase of Strategic Acquisition”
The Journal of Private Equity, Winter 2015 edition

“Revisiting the concept of a competitive cash advantage”
Strategy & Leadership, Vol. 43, No. 4, 2015, pp. 38-46

“A Practical Approach to Business Unit Hurdle Rates, Portfolio Analysis and Strategic Planning”
ACRN Journal of Finance and Risk Perspectives, Vol. 4, Issue 2, March 2015, pp. 63-78

“Value Investing General Principles”
Fordham University’s Gabelli Center for Global Security Analysis, March 8, 2015

“James Grant Explains The Forgotten Depression”
Mises Daily, December 15, 2014

“Taking Heinz Private: Managing Value Realization Risk”
Journal of Private Equity, Fall 2013 edition

“The Evolution of Value Investing”
Museum of American Finance Magazine, Spring 2014 edition

Visit the Social Science Research Network author’s page for a complete listing of Calandro’s published work.